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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-05-23 |
Branch Locations
10000 W Innovation Drive Suite 190, Wauwatosa, WI 53226 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Packerland Brokerage Services | Green Bay | WI | 08/2016 | 03/2019 |
| Northcentral Technical College | Wausau | WI | 01/2014 | 07/2016 |
| Surface Financial, Llc | Wausau | WI | 07/2014 | 06/2018 |
| Atlas Electric | Schofield | WI | 08/2015 | 07/2016 |
| Lyft | Wausau | WI | 12/2018 | 12/2020 |
| Nylife Securities Llc | Madison | WI | 05/2019 | 09/2019 |
| New York Life Insurance Company | Madison | WI | 03/2019 | 09/2019 |
| Uber | Wausau | WI | 12/2018 | 12/2020 |
| Preiser Investment & Insurance Llc | Wausau | WI | 06/2018 | 04/2019 |
| M3 Insurance | Wausau | WI | 10/2019 | 09/2021 |
| Jrp Media Llc Dba Off The Clock | Kronenwetter | WI | 01/2021 | Present |
| Washington Technology Industry Association | Wausau | WI | 02/2022 | 10/2022 |
| Cetera Financial Group | Wausau | WI | 01/2023 | 10/2023 |
| Domtar | Rothschild | WI | 10/2023 | 04/2025 |
| Lple Enterprise Llc | Wausau | WI | 04/2025 | Present |
1. 03/25/2025 - Tower Rd Rental Property - Real Estate Rental - INV REL - Kronenwetter, WI - Start Date 05/05/2022 - 5hrs/MTH 2. 03/25/2025 - JRP Media LLC dba Off the Clock - Business Owner - NOT INV REL - Kronenwetter, WI - Start Date 01/13/2021 - 5hrs/MTH 3. 12/02/2025-Traderdata.net-Owner-Business Owner-Inv Related-At Wausau, WI-Start date 11/12/2025-10hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-03 |
| S65 | Uniform Investment Adviser Law Examination | 2015-05-07 |
| S65 | Uniform Investment Adviser Law Examination | 2015-05-07 |
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